Scott Bogan is a financial advisor at Clear Harbor Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Focus Partners Wealth, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to individuals, pooled vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm combines bottom-up security selection with a top-down asset allocation approach and manages approximately $1.743 billion in assets across 19 advisors serving roughly 743 clients.

Michael Della Medaglia is a CFA® charterholder affiliated with Tortoise Investment Management, LLC, where he has worked since 2016. He has 10 years of experience in the industry. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, with additional financial planning services available upon request. The firm emphasizes risk management, a conservative long-term approach, and tax efficiency, implementing strategies largely through ETFs, index-like mutual funds, and, for some clients, direct indexing and options strategies.

Janet Brown is a financial advisor at Basso Capital Management, L.P. with 28 years of industry experience. She holds a Series 65 designation and previously worked at FundX Investment Group for 26 years and One Capital Management, LLC for 3 years before joining Basso Capital Management in 2025. Basso Capital Management advises family offices and high net worth individuals, offering discretionary portfolio management and non-discretionary advisory services across a wide range of instruments. The firm develops customized asset-allocation plans and investment mandates, and also serves as sub-adviser to a multi-manager pooled fund while managing proprietary accounts with complex strategies including leverage and derivatives.

Joseph Rizzo is a financial advisor with Clear Harbor Asset Management, LLC, holding a Series 63 designation and five years of industry experience. He has been with Clear Harbor since 2010. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to a diverse client base, including individuals, pooled vehicles, pension plans, and charitable organizations. The firm combines bottom-up security selection with top-down asset allocation, tailoring portfolios to client risk profiles and liquidity needs.

John Eberly is a CFA® charterholder with 35 years of industry experience, currently serving as an advisor at Searle & Co. since 1998. He is a member of the board of directors at Cymtec LLC, an information technology company. Searle & Co. provides discretionary and limited non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $630 million across 126 client relationships through a seven-advisor team, using a combination of fundamental, technical, and charting analysis tailored to client objectives and risk tolerances.

Vicki Crisalli is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Tortoise Investment Management, LLC since 2019. Her prior experience includes roles at Wells Fargo and JP Morgan Chase. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, emphasizing risk management, a conservative long-term approach, and tax efficiency. The firm also offers financial planning and advice on various non-investment matters upon client request.

Mark Dea is a financial advisor at Basso Capital Management, L.P. with one year of industry experience. He holds a Series 65 designation and previously worked at One Capital Management, LLC and FundX. Basso Capital Management advises family offices and high net worth individuals, offering discretionary portfolio management and non-discretionary advisory services across a wide range of instruments. The firm develops customized asset-allocation plans and serves as sub-adviser to a multi-manager pooled fund, managing both proprietary and client assets with strategies that include leverage, hedging, and derivatives.

Jacques Boubli is a CFP® with six years of industry experience, currently serving as a financial advisor at The Portfolio Strategy Group, LLC since 2014. He holds a Series 66 license and is based in White Plains, NY. The Portfolio Strategy Group provides discretionary portfolio management, financial planning, and retirement-plan services to individuals, trusts, corporations, and institutional accounts. The firm manages approximately $2.38 billion in client assets using proprietary strategies and external manager selection, including advisory roles in private funds with performance-based compensation.

Jay Freeberg is a CFP® professional with over 30 years of industry experience. He currently works at Onyx Bridge Wealth Group LLC and has held prior roles at firms including Katalyst Securities LLC and Bristol Financial Services, Inc. In addition to his advisory work, he provides accounting and tax services through Onyx Financial Services and serves as a fractional CFO for Oncology Ventures. Onyx Bridge Wealth Group advises high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm uses a combination of third-party research and internal portfolio models to create tailored investment solutions that include ETFs, alternative investments, and specialized tax-management strategies.

Michael Koch is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at LPL Financial, INVEST Financial Corporation, and Thrivent Investment Management. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers investment management, financial planning, estate coordination, and employs a combined fundamental and technical investment approach with a focus on manager due diligence and tax-aware decisions.

Patricia Acipreste is a CFP® with eight years of experience at Tortoise Investment Management, LLC and five years in the financial industry. She has been with Tortoise Investment Management in White Plains, NY since 2018. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term investment approach. The firm also offers financial advice on areas such as college and retirement planning, mortgage financing, insurance, charitable giving, and estate planning upon client request.

Matthew Hicks III is a financial advisor at Cortland Associates Inc with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Cortland Associates in 2021, he worked at AAFMAA Wealth Management & Trust from 2018 to 2021 and was self-employed from 2011 to 2018. Cortland Associates is a fee-based investment adviser managing discretionary equity and balanced portfolios for individuals, trusts, pension plans, and endowments. The firm employs a value-oriented, all-cap equity strategy complemented by investment-grade fixed income and manages over $1 billion in assets with a small team.

Alan Tocman is a financial advisor with Onyx Bridge Wealth Group LLC in Tarrytown, NY, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Private Client Services, and Ameriprise Financial Services. He is also licensed as an agent for fixed/traditional insurance products. Onyx Bridge Wealth Group advises individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, retirement plan consulting, and trust services. The firm uses third-party research and proprietary portfolio models, with a focus on customized portfolios and integrated services through affiliated tax and retirement groups.

Stephen Haeckel is a financial advisor with Trivium Point Advisory, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has previously worked at LPL Financial, Braemar ACM Shipbroking, and Transamerica Financial Advisors. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement plans. The firm employs a long-term, diversified investment approach using mutual funds, ETFs, individual securities, and alternative investments, supported by both internal models and external managers.

Fabio Ramalho is a financial advisor at Simetria Advisory Group LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brasil Plural Securities LLC and Neon Investimentos. Additionally, Ramalho serves as an independent member of the finance committee for NAGRO, an agritech firm based in Brazil. Brasil Plural Investment Advisor, LLC manages approximately $201.6 million in regulatory assets and serves individuals, corporations, and institutions through customized portfolio management. The firm utilizes a combination of third-party macroeconomic research and in-house analysis to create diversified portfolios across various asset classes.

Gregory Stanek is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Gilman Hill Asset Management, LLC since 2013. He holds a Series 63 license and is based in New Canaan, CT. Gilman Hill Asset Management provides discretionary, asset-based portfolio management primarily to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, corporations, and other business entities. The firm employs a research-driven investment process focused on long-only equity and fixed-income securities, tailored asset allocation, and ongoing portfolio monitoring, while also offering model licensing and sub-advisory services to other advisers and wrap fee program sponsors.

Ron Pac is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with Trivium Point Advisory, LLC and has previously worked at LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is involved with a plastics business, PAC PLASTICS, LLC. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement plans. The firm manages approximately $1.49 billion across more than 1,000 clients, employing a long-term, diversified investment approach and offering integrated accounting and tax-preparation services through its affiliation with Trivium Point Accounting.

Ana Martinez is a financial advisor at Vision Investment Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Vision Brokerage Services since 2011 and Vision Financial Markets LLC since 2006. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors. The firm’s investment approach focuses on large-cap, growth-oriented equity selection supported by fundamental and technical analysis, with additional strategies including income enhancement and option-based leveraged portfolios.

John English is a financial advisor with Innovative Advisory Group, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining Innovative Advisory Group in 2019. Outside of his advisory role, he serves on the Board of Governors for the Nyack Boat Club and acts as Secretary for the Parish Council of St. Pius X in Scarsdale, NY. Innovative Advisory Group is a team-based firm serving individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm integrates portfolio management with financial planning using a range of analytical strategies and generally avoids uncovered option writing and routine margin use, managing approximately $194 million in discretionary assets across five offices.

Jacob Lambert is a CFP® with five years of industry experience, currently serving as a financial advisor at Tortoise Investment Management, LLC. His work history includes roles at Tortoise Investment Management and the University of Connecticut School of Business. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term investment approach. The firm also offers comprehensive financial advice on matters such as college and retirement planning, mortgage financing, insurance, charitable giving, and estate planning.